You are absolutely right. If I recall, Fri/Sats are their weekends. Since he lands on Wed, very unlikely anything will happen on Thurs. So, at VERY BEST, last week of June.

The fact that we've delivered a set of bound DA agreements to the MOT already, and the context of their conversation ("Frank, you can tell your ..."), strongly implies (in my view) first week or two after Frank lands.

And you're right about the recent price moves ... but psychologically, very hard to look at! I have to keep telling myself NOT to look, but I can't help myself! Ahhhhhh!!!!!!!! Longest 2 weeks, I tell you!